Member Info for sageofclapham

Jeff mills that is a pretty serious and silly thing to have done and has got you in trouble

Don’t forget guys the top top quality of these global leading digital assets - world class irrefutably - it is inconceivable there has not been some kind of industry approaches for the divisions

The PUSU Rns will be more than just about Apollo - that’s when we get proper lift off - many near unique assets

Mr ste I agree - communication that could have been improved … that would have been hugely helpful to us all and is quite normal but it is what it is

If they were very clever, and they are, maybe it was to not be limited on price while quietly offloading nutrition out the side door - for a much bigger blow out value

Mr ste with respect you are wrong - thg have received a price but THG just haven’t told us ! You don’t start dd properly without a price. Suspect that price started lower but a starting point with a view to it being worked up to a higher level on getting more confident post dd. The price has fallen as shorts have done their closing and holders being simply worried.

Downside 12p. Upside 80p to 100p if not more

Fully agree investing 101 / don’t rock the boat re discussions BUT maybe Apollo have a left field surprise of a Nestle gate crashing the party for the asset that has always had their name on

Ste - don’t worry re walk away - zero chance in my view - worst case is they want nutrition for say £1.5bn OR mr ex Coty guy wants Beauty for £1bn, OR other PE in the room OR trade interest for a spin off beauty or nutrition for a full or partial spin off - either way - the chance of us being left holding a baby is near impossible. Also whey prices still falling and now 5 year lows ! So underlying trading should be ahead of consensus … this business is finally in play … with golden share going in months MM wont be allowing thg back to 60 p

Guys sorry I didn’t follow the trail from ‘Good news coming’ posted late pm yesterday - there were dozens and dozens of posts around it - when I go back and try and find the original it seems to have been taken down - can anyone recall what it was about - it seemed to get a lot of interest ? Thx

Sit tight all for your 150p - only a few days away - the price being here helps the board recommend it. Yes 200p would have been nice but it wasn’t to be. Take your 150p and move onto the next one.

Am told new research out today from the house broker but not seen - if I find will circulate

Fabulous Mr Raydio !!! Thank you

Patience will pay off big time here

I agree mr polish - it isn’t size of holding makes a difference it is what one says and how you say it - the Bloomberg piece typifies that - we can say all we like on this board but it rarely makes a difference - the bit I like is the idea that Kelso said is of ‘multiple potential approaches’ - if we knew that (or not!) I think the market would be a bit more relaxed rather than worrying just re Apollo - it’s a shame no one tells us whether this is a one horse race or not - I hate one horse races ! Wood group seem to talk to their holders better than we do

Agreed hosai - no news means talks still on - we would have heard today if they were not

No it is immediate Rns if it has come to nought - it would have been whilst it was falling today - even 5.30pm tonight - sorry just saying

Nb if company and Apollo both agree to extend the deadline they can .. this doesn’t necessarily end on that mid May date - just to forewarn - I would however we get some news in meantime

Did we all miss this !!?? I def did

100% right Oke - the panel forces immediate announcements - and they can’t come back for 6 months or so leaving discussions is not simple - we would have heard anytime earlier today … not … wait till 7am next day

An amazing buy opportunity

As Kelso say we would have had an immediate announcement if that had been the case - it’s a panel / advisory issue - nomads are aim - key is whether there are multiple approaches or just Apollo - be nice if chairman thought appropriate to tell us !!

https://www.linkedin.com/posts/kelso-group-holdings-plc_kelso-notes-the-bloomberg-intelligence-comment-activity-7059887084374777856-Wt_f?utm_source=share&utm_medium=member_ios

Just noticed the headline in the FT that LVMH is the first European listed €500bn company - they of course bought Sephora a few years ago - the beauty portal - one of the few better portals like Lookfantastic and Cult … others on this board can probably add more angles but sufficed to say .. THG play in some sectors with some very big companies ..

So a week on, is this approach still ‘highly preliminary’ which reads like they have just walked in off the street or are Apollo beavering away on a bid with ‘steep’ premium so says Sky.

I would argue IF the press is true that Apollo own some of the debt already, therefore know this company well, then ‘highly preliminary’ should not have even been an option. They know the business. They want it at a price or they don’t.

I think holders deserve an update

Good text book use poker - the market practicality is rather different than that

The takeover panel need to intervene